Universe · entity
BTS Asset Management, Inc.
Institutional manager (13F) · CIK 1532842
13F holdings · as of 2026-03-31 · top 31 · reported portfolio $26M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | STATE STREET SPDR BLOOMBERG 1 3 MONTH T BILL ETF | $13M | 140,398 |
| 2 | JPMorgan Equity Premium Income ETF USD Class | $1M | 21,055 |
| 3 | iShares Treasury Floating Rate Bond ETF | $899k | 17,758 |
| 4 | STATE STREET SPDR DOW JONES INDUSTRIAL AVG ETF TRUST | $678k | 1,465 |
| 5 | SPDR Blackstone Senior Loan ETF USD Class | $600k | 14,943 |
| 6 | JPMorgan Nasdaq Equity Premium Income ETF USD Class | $593k | 10,677 |
| 7 | Paychex, Inc. | $586k | 6,365 |
| 8 | iShares 7-10 Year Treasury Bond ETF USD Class | $549k | 5,756 |
| 9 | NVIDIA Corporation | $515k | 2,953 |
| 10 | ALLEGION plc | $511k | 3,520 |
| 11 | KROGER CO | $491k | 6,789 |
| 12 | Comcast Corporation | $487k | 16,961 |
| 13 | Janus Henderson AAA CLO ETF USD Class | $450k | 8,930 |
| 14 | iShares Agency Bond ETF | $449k | 4,090 |
| 15 | ALPHABET INC | $397k | 1,379 |
| 16 | Meta Platforms, Inc. | $387k | 677 |
| 17 | Edison International | $344k | 4,704 |
| 18 | Allstate Corporation (The) | $320k | 1,541 |
| 19 | VANGUARD SECTOR INDEX FDS VANGUARD INFORMATION TECHNOLOGY VIPERS | $318k | 456 |
| 20 | ProShares S&P 500 Dividend Aristocrats ETF | $301k | 2,841 |
| 21 | Invesco CEF Income Composite ETF USD Class | $300k | 15,967 |
| 22 | ISHARES TR DOW JONES US BASIC MATERIALS SECTOR INDEX FD | $300k | 1,708 |
| 23 | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $300k | 12,007 |
| 24 | Janus Henderson B-BBB CLO ETF USD Class | $300k | 6,435 |
| 25 | Atmos Energy Corporation | $292k | 1,581 |
| 26 | ResMed, Inc. | $292k | 1,301 |
| 27 | Exelon Corporation | $257k | 5,233 |
| 28 | CF INDUSTRIES HOLDINGS, INC. | $249k | 1,918 |
| 29 | Hormel Foods Corporation | $248k | 10,930 |
| 30 | Viper Energy, Inc. | $246k | 5,227 |
| 31 | VANGUARD SMALL-CAP VALUE VIPERS | $226k | 1,041 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.